See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,539 | $105,931-51.3% | $81,930-37.1% | $158,922-67.6% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.0%+3.0pp | 82.0%-7.0pp |
| Annual return | 18.52% | 38.17%-19.7pp | 29.49%-11.0pp | 302.83%-284.3pp |
| Employer contribution / active EE | $3,513 | $7,800-55.0% | $4,310-18.5% | $4,761-26.2% |
| Participant deferral / active EE | $2,887 | $13,003-77.8% | $7,107-59.4% | $5,982-51.7% |
| Admin fee / account holder | $997 | $8,489-88.3% | $5,158-80.7% | $11,246-91.1% |